MS Office
Zeeshan Akhter
Group Financial Analyst
Islamabad
Summary
Performance-driven Vice President with 9+ years of experience aligning systems with business requirements, policies and regulatory requirements. Passionate about applying excellent organization and communication skills to manage and lead teams. Results-oriented individual well-versed in interfacing and consulting on business processes to drive results based on sound overall business judgment.
Overview
10
10
years of professional experience
3
3
Languages
Work History
Group Financial Analyst/VP
Samsons Group of Companies
05.2023 - Current
- Managing Group Portfolio in diversified mix of strategic investments after carrying out due research & analysis
- Serve as a financial planning advisor for expansion of the Group's base & addition to the diversified group portfolio
- Development and supervision of budgeting process, working closely with department heads to ensure accurate forecasts, cost control, and adherence to financial targets
- Perform due diligence activities, financial modelling, valuation analysis, and negotiations during M&A transactions to support informed decision-making
- Collaborated with senior management to create long-term financial plans and strategies aligned with Group's goals and objectives
- Management and identification of financial risk and development of risks mitigation strategies.
Regional Fund Manager
Pak-Qatar Asset Management Company Limited
10.2022 - 05.2023
- 8 mos)
- Developed and implemented investment strategies for region, considering market conditions, risk profiles, and investment objectives to maximize returns for fund
- Oversee management of fund's portfolio, including asset allocation, investment selection, and risk management to achieve fund's financial goals
- Build and maintained relationships with existing and potential investors, providing regular updates on fund's performance, investment strategy, and market insights to enhance investor confidence and satisfaction
- Ensured compliance with regulatory requirements, fund guidelines, and internal policies, implementing risk management practices and monitoring investment activities to mitigate potential risks
- Lead and manage team of investment professionals, providing guidance, mentoring, and performance evaluations to support their professional development and ensure effective execution of investment strategies.
- Learned and adapted quickly to new technology and software applications.
Manager Portfolio/AVP
NBP Fund Management Limited
06.2020 - 10.2022
- Managing Discretionary & Non- Discretionary Portfolios of Corporate and High Net-worth Individual (HNWIs) Clients worth approximately $206 million (PKR 44 billion) of corporate and high net-worth clients under CPPI-based Capital Protected Strategy, Equity, and Fixed income with specified risk/return objectives
- Developed new business models and improved existing processes through business process re-engineering to increase company's market share
- Perform equity/fixed-income research and helped develop strategies for dynamic asset allocation and CPPI- based models
- Developed Customer Relationship Management Module (CRM), NBP Funds Digital Services in collaboration with IT Team
- Delivered leadership in establishing deep client relationships and delivering high levels of service to clients
- Negotiated and collaborated with decision-makers and decision makers to help achieve investment goals
- Liaise with sales and marketing team for meeting prospective clients and sighted them on Economy, Equity Markets, and, Fixed Income Markets
- Prepare sales proposals for prospective clients based on their risk and return objectives
- Presented performance review presentations to existing clients, ongoing process
- Liaise with Investment Committees on matters pertaining to current economic, Global, and Local market conditions
- Constantly engage with clients and back-office for smooth account running
- Uncovered and resolved strategic and tactical issues impacting sales management and business operations.
Deputy Manager
NBP Fund Management Limited
01.2018 - 06.2020
- Managed around 15 billion rupee of Separately Managed Accounts (SMA) according to their risk return profile.
- Prepared of financial feasibility as per clients requirement and objectives.
- Enhanced portfolio position by almost 50% in terms of addition in portfolio size and attractive portfolio returns.
- Achieved complete digitisation of NBP Funds Investment process and honoured to be the member of digital team.
Business Development Executive
Mind and Markets
01.2017 - 10.2017
- Carried out Daily Market Research and Updated Institutional and HNWI clients
- Held a 3-month Financial Market Training Program with TEVTA Institute an Institute set up by the Government of Pakistan
- Analyzing data provided by performing Item Item Analysis on the Financial Statements
- Monitoring the results by sensitivity testing critical assumptions and thorough gain-and-loss analysis
- Carrying out a solvency exercise to determine the funding surplus/deficit of future earnings and cash flows, assessing the adequacy of an existing funding strategy, and recommending appropriate changes
- Creating Income statement, Balance sheet, and Cash flow statement projection for up to 5 years to arrive at a fundamental value of the company the appropriate technique (NPV, FCFF, FCFE, RI, DCF) depending on the cash flow, earnings, and nature of the business
- Assisting in calculating clients' risk tolerance levels based on/her needs and requirements
- Assisting traders and clients with entry and exit (buy & sell) securities in the market through Technical Analysis
- Worked with the corporate finance department on different projects.
Audit Trainee
MIRZA & CO
01.2014 - 12.2016
- Supervised third party monitoring
- Preparation of Financial Statements for various outsourced clients of the firm Internal audit assignments Transaction risk advisory Accounting and bookkeeping assignments.
- Developed understanding of company audit methodology, approach and tools while working under supervision of licensed auditors.
- Proofread audit and tax reports and year-end financial statements to verify accuracy.
Intern
EY
11.2013 - 12.2013
Education
Chartered Financial Analyst , Financial Planning and Services - Financial Planning And Services
CFA Institute USA
04.2015 - 2019.04
ACCAAssociate chartered certified Accountant - Accounting And Finance
Laureate Group of Schools
04.2012 - 2014.04
Metric - undefined
Licenses & certificationsVSO volunteer Program - VSOVerified International Academic Qualifications - World Education Services - undefined
01.2007 - 2011.04
Analyzing Growth Drivers & Business Risks - Corporate Finance Institute - undefined
CFI
58123358Fintech Foundation Program Flex - 10x1000 Tech for Inclusion - undefined
Skills
Financial modelling
undefinedSoftware
Tableau
CRM Development
Bloomberg Research Portal
Timeline
Group Financial Analyst/VP
Samsons Group of Companies
05.2023 - Current
Regional Fund Manager
Pak-Qatar Asset Management Company Limited
10.2022 - 05.2023
Manager Portfolio/AVP
NBP Fund Management Limited
06.2020 - 10.2022
Deputy Manager
NBP Fund Management Limited
01.2018 - 06.2020
Business Development Executive
Mind and Markets
01.2017 - 10.2017
Chartered Financial Analyst , Financial Planning and Services - Financial Planning And Services
CFA Institute USA
04.2015 - 2019.04
Audit Trainee
MIRZA & CO
01.2014 - 12.2016
Intern
EY
11.2013 - 12.2013
ACCAAssociate chartered certified Accountant - Accounting And Finance
Laureate Group of Schools
04.2012 - 2014.04
Licenses & certificationsVSO volunteer Program - VSOVerified International Academic Qualifications - World Education Services - undefined
01.2007 - 2011.04
Metric - undefined
Analyzing Growth Drivers & Business Risks - Corporate Finance Institute - undefined
CFI
58123358Fintech Foundation Program Flex - 10x1000 Tech for Inclusion - undefined
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